Daniel Lee

Notes

Initial contact made on March 24, 2025. The contact is a retail professional working in the education industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is video calls, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in business development and business development. Previous experience includes working with financial institutions for 15 years. They are currently seeking information about security improvements. Notable points from our discussion: automated workflows. Additional requirements include enhanced security measures. Their team size is approximately 129 people. The contact mentioned their organization is planning to security enhancement within the next 6 months. Areas of potential collaboration include security improvements and security improvements. Additional follow-up may be required.